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  2. PRINCIPLE HS, LLC DBA PRINCIPLE HEALTH SYSTEMS
Sponsor portfolio

PRINCIPLE HS, LLC DBA PRINCIPLE HEALTH SYSTEMS

EIN 81-1800704-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$3.5M assets
Welfare
1
$2.0M premiums
Participants
842
16840 BUCCANEER LANE, #261 - HOUSTON, TX 77058832-932-5968
Plans on this EIN
2 filings
#001401k-$3.5M - 377 part#503Fully Insured-$2.0M - 463 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 463 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Prescription drug$1.9M
  • Vision$167K
  • Life$167K
  • Short-term disability$167K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • DEARBORN LIFE INSURANCE COMPANY8%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $123K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PHS 401(K) PLAN

401k

Assets$3.5M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PRINCIPLE HEALTH SYSTEMS HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$2.0M
Covered lives463
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHS 401(K) PLAN401k$3.5M3772025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PRINCIPLE HEALTH SYSTEMS HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF TEXAS$2.0M4632025
Retirement plans
Welfare plans
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